Applicability: SeamlessDocs and Web Forms

Did you know you can invite people to make submissions of forms? Let’s say, for example, a citizen calls into City Hall to ask about completing a business license application.

Instead of pointing the citizen to the link to the form on your website, you can simply send the link via email -- directly from within the platform. Additionally, you have the option of customizing the body message of the email that’s sent out to the citizen.

In order to send the link to the form, go into the DocEditor, or Web Form Builder, of the form you’d like to send. Click “File” on the upper left, and then select “Share…” From there, all you have to do is input the “First Signer Email” and an optional message -- then, just click “Send Invite.”